Kimberly-Clark (KMB)
NASDAQConsumer StaplesHousehold & Personal ProductsSnapshot 2026-10-29
$110.02+1.49%
Close 2026-10-29 · 1-day change
NASDAQConsumer StaplesHousehold & Personal ProductsSnapshot 2026-10-29
Research Workspace
Put KMB beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Household Products is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue is contracting — down about 8% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, margins, the balance sheet.
View ManagementExpectations look high — the market is pricing in about 19% growth a year, above the roughly 2% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskKMB depends on completing and integrating Kenvue as revenue growth slows. Revenue growth eased from 2.7% to 0.6%; second-quarter adjusted EPS beat estimates. KMB trades at 15× P/E versus peers’ 16× and its own 15× history. The market prices in more growth than our forecast. A 22% next-quarter miss probability and weak execution threaten the premium. Peer multiples imply a price about 19% below where it trades. Our read remains intact; this read is provisional.
Trailing returns as of 2026-10-29. KMB is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 17 analysts currently covering KMB (as of Oct 2026).
Based on 5 Wall Street analysts offering 12-month price targets for KMB in the last 4 months.
Continue this research
Compare KMB with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| KMB Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Household Products — fair value, gap to price, and forward P/E.
Compare the value case
Put KMB next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Complete the Kenvue acquisition and integration
Bond offering supports financing for the planned Kenvue acquisition, but does not establish completion or integration.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $110.02
The last 12 months of price, then the range of analyst 12-month targets from today’s $110.02.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Drive organic sales growth in core segments
Sales decline forecast threatens organic growth objective.
Advances: Increase adjusted earnings per share (EPS)
Preliminary earnings beat supports EPS growth objective.
Advances: Complete acquisition of Kenvue and integrate operations
EU approval is crucial for Kenvue acquisition completion.
Threatens: Increase adjusted earnings per share (EPS)
Free cash flow issues may hinder EPS growth.
Advances: Complete acquisition of Kenvue and integrate operations
Conditional approval supports Kenvue acquisition and integration.
Advances: Complete acquisition of Kenvue and integrate operations
Successful consent solicitations support Kenvue acquisition.
Advances: Complete acquisition of Kenvue and integrate operations
Consents for note amendments facilitate Kenvue integration.
